马斯克宣布大计划：将量产AI专用半导体

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中新网3月23日电综合日本《朝日新闻》、美国彭博社等媒体报道，21日，美国企业家马斯克宣布，将启动人工智能(AI)专用半导体的量产进程，该计划将由特斯拉、SpaceX以及xAI三方合力推进，选址定于特斯拉总部所在的得克萨斯州奥斯汀。　　马斯克：八成用于航天　　报道称，目前，这座被命名为“Terafab”的超级工厂已破土动工，但具体的投资规模及投产日期等细节尚未公开。　　马斯克在说明会上明确划分...

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　　马斯克：八成用于航天　　报道称，目前，这座被命名为“Terafab”的超级工厂已破土动工，但具体的投资规模及投产日期等细节尚未公开。　　马斯克在说明会上明确划分了产能用途：“八成用于航天，两成服务于地面应用。”　　据介绍，在起步阶段，工厂将专注于量产特斯拉自主研发的自动驾驶芯片“AI5”，其性能目标直指英伟达当前的顶尖产品。紧随其后，生产线将升级以制造面向下一代人形机器人的“AI6”芯片，以及专为航天任务打造的“D3”芯片。　　报道指出，长期以来，特斯拉的芯片供应依赖英伟达、台积电和三星电子等外部巨头，虽然自研策略坚持已久，但建立实体量产工厂尚属首次。　　马斯克直言，仅靠外部采购“速度太慢”，无法满足日益增长的需求，因此建设Terafab成为必由之路。　　该工厂旨在打造一个集逻辑芯片、存储芯片及封装测试于一体的综合基地，目标年产能高达1太瓦算力。　　数百亿美元的资金大考　　分析指出，实现这一算力目标的背后，是巨额资金投入，单是半导体工厂一项，耗资就可能介于200亿至250亿美元之间。　　虽然特斯拉曾提及2026年将投入约200亿美元用于多项业务，但市场普遍质疑这笔预算是否足以覆盖半导体工厂的建设。　　彭博社评论强调，该项目不仅需耗资数百亿美元，从动工到完全达产更将经历漫长周期。面对资金缺口，特斯拉首席财务官暗示将探索除现金和投资资产之外的筹资渠道。　　其中的关键变量在于SpaceX的首次公开募股，据彭博社报道，SpaceX最快或于3月提交上市申请。这被视为支撑马斯克宏大版图的重要资金源头，也是解决巨额投资难题的关键一步。　　“以AI为核心的企业整合”　　报道称，Terafab工厂的诞生，是马斯克“以AI为核心的企业整合”战略的关键一步。　　2026年以来，马斯克动作频频，特斯拉宣布将增长重心转向AI与人形机器人，并向xAI注资。　　随后，SpaceX完成了对xAI的收购，进一步打通了旗下多家公司的经营资源。　　分析指出，在高性能AI开发的竞技场上，数据与半导体是两大基石，缺一不可。马斯克的目的是通过整合其运营的多家公司的经营资源，实现技术与数据的完全自给自足。 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